Lisanti Capital Growth, LLC
CIK: 0001424467SEC EDGAR →
Portfolio Value
$422.1M
Holdings
110
As of
Q4 2025
New Positions
110
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JFROG LTD | 144,393 | $9.0M | 2.14% |
| 2 | CARPENTER TECHNOLOGY CORP | 28,625 | $9.0M | 2.14% |
| 3 | LIGAND PHARMACEUTICALS INC | 43,742 | $8.3M | 1.96% |
| 4 | FIVE BELOW INC | 43,844 | $8.3M | 1.96% |
| 5 | SITIME CORP | 22,854 | $8.1M | 1.91% |
| 6 | HURON CONSULTING GROUP INC | 45,590 | $7.9M | 1.87% |
| 7 | ALPHATEC HLDGS INC | 372,407 | $7.8M | 1.86% |
| 8 | KNIGHT-SWIFT TRANSN HLDGS IN | 144,100 | $7.5M | 1.78% |
| 9 | BOOT BARN HLDGS INC | 40,769 | $7.2M | 1.70% |
| 10 | DYCOM INDS INC | 20,540 | $6.9M | 1.64% |
Quarterly Changes
New Positions (110)
$9.0M · 144K shares
$9.0M · 29K shares
$8.3M · 44K shares
$8.3M · 44K shares
$8.1M · 23K shares
$7.9M · 46K shares
$7.8M · 372K shares
$7.5M · 144K shares
$7.2M · 41K shares
$6.9M · 21K shares
$6.9M · 57K shares
$6.9M · 94K shares
$6.8M · 45K shares
$6.7M · 43K shares
$6.3M · 179K shares
$6.2M · 57K shares
$6.1M · 35K shares
$5.8M · 39K shares
$5.8M · 178K shares
$5.8M · 263K shares
$5.8M · 66K shares
$5.7M · 13K shares
$5.7M · 152K shares
$5.6M · 56K shares
$5.6M · 94K shares
$5.4M · 16K shares
$5.3M · 41K shares
$5.3M · 138K shares
$5.3M · 64K shares
$5.1M · 197K shares
$5.1M · 96K shares
$5.0M · 84K shares
$4.9M · 67K shares
$4.8M · 96K shares
$4.8M · 27K shares
$4.7M · 62K shares
$4.7M · 74K shares
$4.7M · 68K shares
$4.7M · 13K shares
$4.6M · 397K shares
$4.5M · 96K shares
$4.4M · 31K shares
$4.3M · 41K shares
$4.3M · 65K shares
$4.2M · 20K shares
$4.2M · 49K shares
$4.1M · 119K shares
$4.1M · 37K shares
$4.0M · 66K shares
$4.0M · 54K shares
$3.9M · 39K shares
$3.9M · 15K shares
$3.9M · 104K shares
$3.9M · 65K shares
$3.9M · 84K shares
$3.9M · 143K shares
$3.7M · 33K shares
$3.7M · 77K shares
$3.7M · 157K shares
$3.6M · 109K shares
$3.5M · 27K shares
$3.3M · 14K shares
$3.3M · 15K shares
$3.2M · 19K shares
$3.1M · 141K shares
$3.1M · 79K shares
$3.1M · 150K shares
$3.0M · 154K shares
$3.0M · 17K shares
$3.0M · 106K shares
$2.9M · 9K shares
$2.8M · 60K shares
$2.7M · 24K shares
$2.6M · 33K shares
$2.4M · 30K shares
$2.3M · 143K shares
$2.3M · 22K shares
$2.3M · 32K shares
$2.2M · 41K shares
$2.2M · 25K shares
$2.2M · 52K shares
$2.1M · 105K shares
$2.0M · 43K shares
$1.9M · 55K shares
$1.9M · 26K shares
$1.9M · 27K shares
$1.6M · 62K shares
$1.6M · 21K shares
$1.6M · 199K shares
$1.6M · 3K shares
$1.6M · 14K shares
$1.5M · 84K shares
$1.5M · 58K shares
$1.3M · 1K shares
$1.3M · 19K shares
$1.3M · 43K shares
$1.3M · 44K shares
$1.2M · 172K shares
$1.1M · 36K shares
$1.1M · 57K shares
$1.1M · 12K shares
$1.0M · 8K shares
$990K · 18K shares
$853K · 8K shares
$848K · 6K shares
$799K · 14K shares
$736K · 10K shares
$493K · 20K shares
$486K · 15K shares
$455K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 29 | $116.5M | 27.6% |
| Healthcare | 26 | $103.3M | 24.5% |
| Technology | 25 | $94.2M | 22.3% |
| Consumer Cyclical | 16 | $58.8M | 13.9% |
| Unknown | 6 | $18.9M | 4.5% |
| Financial Services | 4 | $17.0M | 4.0% |
| Basic Materials | 1 | $4.8M | 1.1% |
| Energy | 1 | $3.9M | 0.9% |
| Communication Services | 1 | $3.9M | 0.9% |
| Consumer Defensive | 1 | $853K | 0.2% |